See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,438 | $71,883-52.1% | $86,677-60.3% | $68,494-49.7% |
| Participation rate | 78.3% | 72.2%+6.0pp | 76.6%+1.7pp | 67.9%+10.4pp |
| Annual return | -11.57% | 3.52%-15.1pp | 35.91%-47.5pp | -7.84%-3.7pp |
| Employer contribution / active EE | $1,100 | $2,173-49.4% | $2,836-61.2% | $2,596-57.6% |
| Participant deferral / active EE | $2,169 | $3,779-42.6% | $4,656-53.4% | $4,027-46.2% |
| Admin fee / account holder | $710 | $6,112-88.4% | $7,493-90.5% | $5,403-86.9% |